PM vs. URBN
PM (Philip Morris International Inc.) and URBN (Urban Outfitters, Inc.) are both stocks. PM operates in Tobacco (Consumer Defensive), while URBN operates in Apparel Retail (Consumer Cyclical). Over the past 10 years, PM returned 11.05%/yr vs 10.57%/yr for URBN. At a 0.19 correlation, their price movements are largely independent.
Performance
PM vs. URBN - Performance Comparison
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Returns By Period
In the year-to-date period, PM achieves a 10.74% return, which is significantly higher than URBN's -4.49% return. Both investments have delivered pretty close results over the past 10 years, with PM having a 11.05% annualized return and URBN not far behind at 10.57%.
PM
- 1D
- -1.25%
- 1M
- 2.97%
- YTD
- 10.74%
- 6M
- 20.88%
- 1Y
- 0.31%
- 3Y*
- 29.53%
- 5Y*
- 18.20%
- 10Y*
- 11.05%
URBN
- 1D
- 0.81%
- 1M
- 0.53%
- YTD
- -4.49%
- 6M
- -5.26%
- 1Y
- 2.66%
- 3Y*
- 29.89%
- 5Y*
- 13.70%
- 10Y*
- 10.57%
PM vs. URBN - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PM Philip Morris International Inc. | 10.74% | 37.99% | 34.34% | -1.85% | 12.31% | 20.78% | 3.69% | 35.02% | -33.30% | 19.85% |
URBN Urban Outfitters, Inc. | -4.49% | 37.14% | 53.77% | 49.64% | -18.77% | 14.69% | -7.81% | -16.36% | -5.31% | 23.10% |
Correlation
The correlation between PM and URBN is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.01 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Mar 17, 2008 | 0.19 |
The correlation between PM and URBN shifts across timeframes, from -0.12 (1 year) to 0.19 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PM:
$275.15B
URBN:
$6.38B
PM:
$7.12
URBN:
$5.18
PM:
24.74
URBN:
13.87
PM:
2.69
URBN:
0.59
PM:
6.62
URBN:
1.04
PM:
$41.49B
URBN:
$6.32B
PM:
$27.93B
URBN:
$2.27B
PM:
$17.74B
URBN:
$603.32M
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Return for Risk
PM vs. URBN — Risk / Return Rank
PM
URBN
PM vs. URBN - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Philip Morris International Inc. (PM) and Urban Outfitters, Inc. (URBN). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| PM | URBN | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.05 | ||
| Sortino ratioReturn per unit of downside risk | -0.20 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.05 | -0.02 |
| Calmar ratioReturn relative to maximum drawdown | 0.02 | 0.10 | -0.09 |
| Martin ratioReturn relative to average drawdown | 0.03 | 0.19 | -0.16 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PM | URBN | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.01 | 0.06 | -0.05 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.81 | 0.29 | +0.51 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.22 | +0.24 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.20 | +0.32 |
Drawdowns
PM vs. URBN - Drawdown Comparison
The maximum PM drawdown since its inception was -42.87%, smaller than the maximum URBN drawdown of -83.96%. Use the drawdown chart below to compare losses from any high point for PM and URBN.
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Drawdown Indicators
| PM | URBN | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.87% | -83.96% | +41.09% |
Max Drawdown (1Y)Largest decline over 1 year | -20.64% | -26.32% | +5.68% |
Max Drawdown (3Y)Largest decline over 3 years | -20.64% | -28.53% | +7.89% |
Max Drawdown (5Y)Largest decline over 5 years | -22.78% | -56.36% | +33.58% |
Max Drawdown (10Y)Largest decline over 10 years | -42.87% | -73.80% | +30.93% |
Current DrawdownCurrent decline from peak | -8.24% | -13.08% | +4.84% |
Average DrawdownAverage peak-to-trough decline | -10.02% | -32.57% | +22.55% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 10.79% | 13.72% | -2.93% |
Volatility
PM vs. URBN - Volatility Comparison
Philip Morris International Inc. (PM) and Urban Outfitters, Inc. (URBN) have volatilities of 9.76% and 10.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PM | URBN | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.76% | 10.02% | -0.26% |
Volatility (6M)Calculated over the trailing 6-month period | 20.84% | 28.03% | -7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.67% | 43.10% | -15.43% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.69% | 47.22% | -24.53% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.45% | 48.76% | -24.31% |
Dividends
PM vs. URBN - Dividend Comparison
PM's dividend yield for the trailing twelve months is around 3.27%, while URBN has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PM Philip Morris International Inc. | 3.27% | 3.52% | 4.40% | 5.46% | 4.98% | 5.16% | 5.73% | 5.43% | 6.73% | 3.99% | 4.50% | 4.60% |
URBN Urban Outfitters, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
PM vs. URBN - Financials Comparison
This section allows you to compare key financial metrics between Philip Morris International Inc. and Urban Outfitters, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
PM vs. URBN - Profitability Comparison
PM - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a gross profit of 6.91B and revenue of 10.15B. Therefore, the gross margin over that period was 68.1%.
URBN - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported a gross profit of 542.57M and revenue of 1.48B. Therefore, the gross margin over that period was 36.6%.
PM - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported an operating income of 3.89B and revenue of 10.15B, resulting in an operating margin of 38.4%.
URBN - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported an operating income of 139.68M and revenue of 1.48B, resulting in an operating margin of 9.4%.
PM - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Philip Morris International Inc. reported a net income of 2.44B and revenue of 10.15B, resulting in a net margin of 24.0%.
URBN - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Urban Outfitters, Inc. reported a net income of 115.71M and revenue of 1.48B, resulting in a net margin of 7.8%.
Frequently Asked Questions
PM and URBN have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
URBN has higher volatility (10.02%) compared to PM (9.76%). In terms of maximum drawdown, PM dropped -42.87% vs URBN's -83.96%.
URBN currently has the higher Sharpe Ratio (0.06 vs 0.01), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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